LWP's 25th Anniversary

Laurel Wealth Planning Careers

Explore career opportunities at Laurel Wealth Planning, LLC, an established holistic wealth management firm serving clientele in Minnesota and several other states.

We so enjoy seeing motivated team members thrive. Each of our team members has a career track with clear skill-building opportunities and support. We enjoy each other’s company and have plenty team-building activities during the workday, evenings and weekends. We also love helping others through pro bono advice, teaching, supporting our local financial planning association, etc.  

Our team members value strong cash compensation that recognizes both their own and the team’s successes. Base compensation is competitive and total cash compensation is strong when both the individual and team perform well.

Job benefits include:

  • Individual & family health insurance benefit, dental plan, and contribution to HSA
  • Company-paid disability income and life insurance
  • 401(k) plan with immediately vested 3% company contribution
  • Hybrid work schedule after orientation period with strong performance
  • PTO, flex time, and paid volunteer time for approved activities
  • Free covered parking, workout center, track, and pool
  • Professional investment and financial planning advice.
  • Tuition reimbursement for approved undergraduate and graduate courses
  • Company paid licensing, credentialing, and continuing education

Open positions

Job Title: Client Service Specialist
Status: Non-Exempt
Location: Edina, MN – Hybrid

About our Firm
Laurel Wealth Planning (LWP) has served clients through comprehensive financial planning and proactive investment advice for over twenty-five years from our main office in Edina, Minnesota. We are passionate about helping people live the lives they want, building long-term relationships based on a foundation of trust and confidence. High attention to our clients (1 to 20 client to team-member ratio) helps us know and serve our clients well. We publicly commit to our values of client care first, honor, full reliability, going the extra mile, win- win teamwork, and inclusion & diversity. We serve financially successful individuals including women decision
makers and ESG investors. We enjoy seeing motivated team members thrive. Each of our team members has a career track with clear skill- building opportunities and support.

Client Service Specialist (CSS) Role
The Client Service Specialist (CSS) is a valued member of our team, dedicated to ensuring that clients feel welcome and at ease from their very first interaction. As the initial point of contact for clients, whether by phone, in-person, or via Teams, the CSS is responsible for creating a positive and lasting impression. This role involves
attentive listening and a warm, friendly demeanor to make clients feel valued and comfortable. The CSS collaborates closely with the advisory team to address client needs and provide exceptional service. Additionally, the CSS handles various operational and administrative tasks to support the firm’s smooth functioning. This position reports to the Client Service & Operations Manager. This is a full-time position that offers substantial benefits, including health insurance, a career track, and tuition reimbursement for approved college classes/degrees.

Growth Opportunity
Career Track: Over time, this position may lead to the following:

  • Client Service Specialist II: manages complex client account needs & provides advanced support.
  • Senior Client Service Specialist: trusted authority for client account needs.
  • Paraplanner: supports wealth managers in financial planning analysis & strategies.

Promotions are based on overall contribution and firm needs. Depending on contribution and skills, other career tracks may become available.

Essential Duties & Responsibilities:
Client Service Support

  • Friendly welcome and service for clients & visitors.
  • Address client service needs through telephone, Teams, in-person, and email interactions.
  • Coordinating and confirming meetings, generating Teams links, and ensuring meetings are scheduled and tracked internally.
  • Responding to client needs by establishing new accounts, completing money and security transfers, and account administration as needed.
  • Assisting clients with charitable giving.
  • Ensure the smooth onboarding of new clients into our organization.
  • Facilitating electronic signatures via DocuSign.
  • Activating and maintaining client portals, addressing client inquiries.
  • Working closely with Wealth Managers to prepare materials for client meetings and implement follow-up steps.
  • Assistance in maintaining the conference room, client snacks/drinks, and the reception area.
  • Contributing to efficiencies and improvements by recommending process enhancements.
  • Other client service responsibilities as requested.

Operations support

  • Company expert in maintaining the portfolio management software to ensure reports generated are accurate, including monthly data checks and troubleshooting.
  • Enter and maintain client, prospect, COI, and vendor data in our systems.
  • Proofread mass emails, send mass emails to designated recipients, obtain compliance approval & document in files.
  • Providing basic technical support to team members, monitoring the copier/printers, and ordering service as needed.
  • Assist with communication and coordination with key office vendors (e.g., IT, facilities, maintenance).
  • Support compliance efforts by organizing documents like disclosures and keeping internal checklists up to date and accurate.
  • Processing mail.
  • Office admin tasks include light office cleaning, organizing, ordering and stocking supplies, watering plants, sanitizing the office and turning on the air purifiers.
  • Update the employee handbook as requested, communicate the updates to the team, and document the updates.
  • Placing lunch reservations for clients, COIs and internal meetings.
  • Coordinating networking meetings & marketing initiatives.
  • Ordering gifts for clients & COIs to foster relationships.
  • Assistance in planning client events of various sizes.
  • Other operations responsibilities as requested.

Knowledge, Skills and Abilities:

  • Warm, friendly, welcoming and caring style.
  • Strong verbal & written communication skills.
  • Independent time management proficiency.
  • Highly organized with strong attention to detail.
  • Effective collaboration and teamwork with team members.
  • Ability to self-start, take initiative, and be proactive.
  • Evidenced commitment to honesty, diligence, and upholding the confidentiality of both firm and client information. Dedicated and focused.
  • Comfortable with technology and data entry skills. Familiarity with Microsoft Word, Excel and CRM.
  • Prioritizes and plans own work activities; able to multi-task.
  • Commitment to exceeding client expectations.
  • Adapts to shifting priorities and evolving roles seamlessly.
  • Composure and maturity, particularly when faced with pressure.

Education/Experience:

  • Associates degree required. Bachelor’s degree preferred.
  • Academic excellence reflected in your GPA (3.2 or higher).
  • 1-3 years of office administrative experience, financial services a plus.

Compensation

  • Base: Based on skills and experience. Non-exempt role, eligible for overtime pay.
  • Bonuses: Based on team success

Benefits
We offer competitive, holistic employee benefits.

  • Individual & family health insurance benefit. Dental plan.
  • Immediately vested contributions to HSA.
  • Company-paid disability income and life insurance.
  • 401(k): immediately vested employer 3% contribution.
  • Hybrid work schedule after 6 months with strong performance.
  • PTO, flex time.
  • Free covered parking.
  • Free workout center, track, and pool.
  • Professional investment and financial planning advice.

Educational Support

  • Tuition reimbursement for approved undergraduate and graduate courses.

To Apply:
Please submit your resume and a brief cover letter to Katie Then at Katie.Then@laurelwealthplanning.com.

In general, the work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet to moderate.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

The employee may infrequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk.